Julie Cfbs' Professional Contact Details

Mobile Number (Verified)
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HQ
+1(817) 488-0660
Location
Southlake, Texas

Julie Cfbs' Current Company Details

OUR COMMITMENTLocal residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there. We believe that in order to build long-lasting relationships with our client...
OUR COMMITMENTLocal residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here's how we are making a difference in our communities.To the CommunityOur community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we've earned trust from so many in this area.To Our ClientsOur working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.Cornerstone Wealth Strategies is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, member SIPC.Supervisory Office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254 (972) 348-6300
employee incentive plans
business consulting
financial planning
financial advisory services
qualified plans
group benefits
retirement income planning
financial planning & business consulting
business continuity planning
financial services
b2b
management consulting

Julie Cfbs' Work History and Education

Cornerstone Wealth Strategies
Owner-CEO
1993 - Present
New York Life Insurance Company
Financial Advisor
1993 - 2001 • 8 years
Viking Labs
Outside Sales Representative
1990 - 1992 • 2 years
MARINE & INDUSTRIAL SUPPLIES
Sales Manager
1985 - 1990 • 5 years

Frequently Asked Questions about Julie Cfbs


What company does Julie Cfbs work for?

Julie Cfbs works for Cornerstone Wealth Strategies.

What is Julie Cfbs' role at Cornerstone Wealth Strategies?

Julie Cfbs' role at Cornerstone Wealth Strategies is Co-Founder.

What is Julie Cfbs' email address?

Julie Cfbs' email address is j**@cstonewealth.com.

What is Julie Cfbs' business email address?

Julie Cfbs' business email address is j**@cstonewealth.com.

What is Julie Cfbs' direct mobile number?

Julie Cfbs' direct mobile number is (817) XXX-XXXX.

What is Julie Cfbs' HQ phone number?

Julie Cfbs' HQ phone number is +1(817) 488-0660.

What industry does Julie Cfbs work in?

Julie Cfbs works in the Financial Services industry.

Who are Julie Cfbs' colleagues?

Julie Cfbs' colleagues are Andrew Rodgers, Judy Sherman and Michael Rodgers.

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